0727 | Crypto Rally, Nvidia-OpenAI Talks, Oil Drops and More
Show notes
A mixed-market Monday: crypto stocks rally as capital rotates away from AI infrastructure, JPMorgan flashes a buy signal for the S&P 500, and oil slides below $90 on a fragile U.S.-Iran truce. Nvidia and OpenAI discuss a potential $250 billion credit backstop for AI data centers, while Nvidia's credit risk surges to a record. Tyson and JBS jump on Mexico cattle import news, CME launches single-stock futures on SpaceX and Micron, and Trump hits 60 trading partners with a new tariff round. Singapo
Timeline
- 00:00:00 Opening
- 00:00:36 Mixed Session: Crypto Rotation, S&P Buy Signal, Oil Below $90
- 00:01:58 Nvidia-OpenAI $250B Backstop & Record Credit Risk Surge
- 00:03:09 Tyson and JBS Rally as U.S. Reopens Mexico Cattle Imports
- 00:03:46 CME Launches Single-Stock Futures on SpaceX, Micron, and 53 Others
- 00:04:37 Oil Below $90 on Iran Truce, Saudi Smoke Keeps Supply Fears Alive
- 00:05:47 Trump Tariffs on 60 Partners; Singapore Surprise Tightening
Related links
- Crypto stocks rally thanks to rotation from AI infrastructure; bitcoin miners lag - US Top News and Analysis
- JPMorgan Sees S&P 500 Poised to Rally as New Buy Signal Flashes - Bloomberg Markets
- Oil prices slide, Brent crude below $90 as pause to U.S.-Iran hostilities appears to hold - US Top News and Analysis
- Stocks mixed, oil and Treasury yields drop on Iran-US truce - Yahoo Finance
- Treasuries Rise as Recent Yield Surge Attracts Buyers Before Fed - Bloomberg Markets
- Nvidia's potential $250B backstop for OpenAI is another strike against the AI trade - US Top News and Analysis
- Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans - US Top News and Analysis
- Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talks - Bloomberg Markets
- Apple overtakes Nvidia as most valuable company as iPhone maker avoids 'capex pitfalls' - Yahoo Finance
- Tyson, JBS Shares Surge as US Reopens Mexico Cattle Imports After Screwworm Ban - Bloomberg Markets
- CME launches single stock futures enabling investors to trade SpaceX, Micron and others 23 hours a day - US Top News and Analysis
- Satellite Shots of Smoke at Saudi Oil Sites Keep Traders on Edge - Bloomberg Markets
- U.S. and Iran pause fighting, Trump dismisses concerns of dwindling stockpiles - US Top News and Analysis
- Why Trump's new tariff blitz is very different this time around - US Top News and Analysis
- Singapore tightens monetary policy in surprise move as rising oil prices rekindle inflation risk - US Top News and Analysis
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